Core Viewpoint - The article emphasizes the importance of identifying and sustaining stock trends for successful short-term investing, highlighting the need for sound fundamentals and positive earnings estimates to maintain momentum. Group 1: Stock Performance - Perimeter Solutions, SA (PRM) has shown a solid price increase of 43.1% over the past 12 weeks, indicating strong investor interest [3] - The stock has also increased by 10.1% over the last four weeks, suggesting that the upward trend is still intact [4] - Currently, PRM is trading at 80.8% of its 52-week high-low range, indicating a potential breakout opportunity [4] Group 2: Fundamental Strength - PRM holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [5] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [6] Group 3: Investment Strategy - The article suggests that investors can utilize the "Recent Price Strength" screen to identify stocks like PRM that are on an uptrend with strong fundamentals [2] - It also mentions that there are over 45 Zacks Premium Screens available for investors to find potential winning stock picks based on their investing style [7]

Company Overview - Perimeter Solutions, SA (PRM) currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy) [3][4] - The company has shown strong price performance, with shares up 30.46% over the past three months and 63.33% over the last year [7] Price Performance - Over the past week, PRM shares increased by 2.9%, outperforming the Zacks Chemical - Specialty industry, which rose by 1.03% [6] - The monthly price change for PRM is 19.51%, significantly higher than the industry's 4.62% [6] Trading Volume - PRM's average 20-day trading volume is 1,019,817 shares, indicating a bullish trend when combined with rising stock prices [8] Earnings Outlook - In the past two months, one earnings estimate for PRM has moved higher, increasing the consensus estimate from $0.68 to $1.14 [10] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions during the same period [10]

Table of Contents OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO PERIMETER SOLUTIONS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________ FORM 10-Q __________________________ Commission File Number 001-41027 _______________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 3 ...

Perimeter Solutions, SA (PRM) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.09 per share. This compares to loss of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 133.33%. A quarter ago, it was expected that this company would post a loss of $0.10 per share when it actually produced earnings of $0.13, delivering a surprise of 230%.Over the last four quarters, th ...

Financial Data and Key Metrics Changes - First quarter adjusted EBITDA reached $18.1 million, reflecting a 49% increase compared to the previous year [5][15] - Consolidated first quarter sales increased by 22% to $72 million compared to the prior year [15] - GAAP EPS for Q1 was $0.36, compared to a loss of $0.57 in the same period last year [19] Business Line Data and Key Metrics Changes - Fire Safety revenue was $37.2 million, up 48% from last year, with adjusted EBITDA of $10.1 million compared to a small loss in the same period last year [15][16] - Specialty Products segment saw a net sales increase of $7.5 million due to the IMS acquisition, offset by a $6.5 million decrease in the base business due to unplanned plant downtime [16][17] - Specialty Products Q1 adjusted EBITDA decreased to $8 million from $12.4 million in the prior year quarter [17] Market Data and Key Metrics Changes - Elevated wildfire activity in North America contributed positively to the quarter, particularly in California [12][13] - International markets returned to more typical fire activity levels, with increased use of retardant across several regions [13] Company Strategy and Development Direction - The company aims to provide high-quality products and exceptional service while delivering private equity-like returns [6][8] - The strategy is built on three operational pillars: owning exceptional businesses, applying operational value drivers, and operating in a decentralized manner [7][9] - The recent acquisition of IMS is expected to enhance the company's operational capabilities and expand its portfolio of proprietary components [10][11] Management's Comments on Operating Environment and Future Outlook - Management noted that the retardant business has close to no economic sensitivity, while the suppressant business is largely tied to emergency response [40][41] - There is confidence in the continued demand for chlorine-free foams, with no signs of slowdown in customer conversions [45] - The company remains disciplined in its approach for the full year, focusing on implementing operational value drivers [23] Other Important Information - The company generated free cash flow of $18.9 million in Q1 2025 [20] - Capital expenditures were consistent with expectations at $4.8 million, primarily supporting growth and productivity initiatives [21] - The company repurchased 900,000 shares for approximately $8 million in Q1 [22] Q&A Session Summary Question: Impact of tariffs on EBITDA exposure - Management indicated that the 2% to 3% EBITDA exposure is primarily cost-based, with efforts to mitigate this impact [26][27] Question: Customer exposure to supply chain issues - Management noted limited visibility down the supply chain but does not expect significant demand changes [28] Question: Expectations for suppressants sales in Q2 and Q3 - Management expects improvement in sales as the year progresses, following a tough comp in Q1 [29] Question: Competitive dynamics in the fire retardants market - Management stated that the competitive environment has changed, with less likelihood of alternative chemistries being qualified soon [32][34] Question: Economic sensitivity of business lines - Management clarified that the retardant business has close to zero economic sensitivity, while the phosphorus pentasulfide business is modestly impacted by economic fluctuations [40][42] Question: Customer enthusiasm for chlorine-free products - Management has not observed any slowdown in customer enthusiasm for switching to chlorine-free foams [45][46]

Financial Data and Key Metrics Changes - First quarter adjusted EBITDA reached $18.1 million, reflecting a 49% increase compared to the previous year [4][16] - Consolidated first quarter sales increased by 22% to $72 million compared to the prior year [16] - GAAP EPS for Q1 was $0.36, compared to a loss of $0.57 in the same period last year [17] Business Line Data and Key Metrics Changes - Fire Safety revenue was $37.2 million, up 48% from last year, with adjusted EBITDA of $10.1 million compared to a small loss in the same period last year [14] - Specialty Products segment net sales increased by $7.5 million due to the IMS acquisition, but adjusted EBITDA decreased to $8 million from $12.4 million due to unplanned plant downtime [15][16] Market Data and Key Metrics Changes - Elevated wildfire activity in North America contributed positively to the quarter, particularly in California [12] - International markets saw a return to typical fire activity levels in Australia, with increased use of retardant [13] Company Strategy and Development Direction - The company aims to provide high-quality products and exceptional service while delivering private equity-like returns [5] - The operational strategy is built on three pillars: owning exceptional businesses, applying operational value drivers, and operating in a decentralized manner [6][7] - The recent acquisition of IMS is expected to enhance the company's operational capabilities and product offerings [10] Management's Comments on Operating Environment and Future Outlook - Management noted that while Q1 showed strong performance, they remain disciplined in their approach for the full year [20] - The company anticipates that the earnings power of the Specialty Products business will rebound to normalized levels in 2026 [16] Other Important Information - The company repurchased 900,000 shares for approximately $8 million in Q1, indicating a belief that shares were trading below intrinsic value [19] - The company has a favorable debt structure with a net debt to LTM adjusted EBITDA ratio of 1.7 times and substantial liquidity of around $200 million [20] Q&A Session Summary Question: Clarification on tariff exposure and mitigation - Management indicated that the 2% to 3% EBITDA exposure is primarily cost-based and they believe they can mitigate a reasonable proportion of that [23][25] Question: Customer exposure to supply chain issues - Management noted they have less visibility down the supply chain but do not expect significant changes in end market demand [26] Question: Expectations for Q2 and Q3 sales - Management expects improvement in sales as the year progresses, despite tough comps from the previous year [27] Question: Competitive dynamics in the fire retardant market - Management stated that the exit of a competitor has made it less likely for alternative materials to be qualified soon, reinforcing their market position [28][29] Question: Economic sensitivity of business lines - Management clarified that the retardant business has close to no economic sensitivity, while the suppressants business has minimal exposure to economic fluctuations [36][39] Question: Customer enthusiasm for chlorine-free products - Management has not seen any slowdown in customer conversions to chlorine-free products despite potential economic uncertainties [40][42] Question: Long-term assumptions for 2025 - Management indicated that there are no changes to their long-term assumptions for 2025 at this time [43][45]

Exhibit 99.1 Perimeter Solutions Reports First Quarter 2025 Financial Results May 8, 2025 First quarter Net Income of $56.7M and Adjusted Net Income of $4.1M Strong execution and early season fire activity drove first quarter Adjusted EBITDA of $18.1M First quarter Earnings Per Diluted Share of $0.36 and Adjusted Earnings Per Diluted Share of $0.03 First IMS add-on product line acquisitions completed Clayton, Missouri, May 8, 2025 – Perimeter Solutions, Inc. (NYSE: PRM) ("Perimeter" or the "Company"), a lea ...

Financial Performance - Q1 2025 - Fire Safety revenue increased by 48% year-over-year, from $25155 thousand to $37163 thousand[15] - Fire Safety adjusted EBITDA saw a significant increase of 4285%, from -$241 thousand to $10085 thousand[15] - Specialty Products revenue increased by 3% year-over-year, from $33889 thousand to $34867 thousand[15] - Specialty Products adjusted EBITDA decreased by 35%, from $12377 thousand to $7998 thousand[15] - Consolidated revenue increased by 22%, from $59044 thousand to $72030 thousand[15] - Consolidated adjusted EBITDA increased by 49%, from $12136 thousand to $18083 thousand, with adjusted EBITDA margin increasing from 21% to 25%[15] Capital Structure and Allocation - Net debt to LTM adjusted EBITDA is 17x[22, 31] - The company had $2001 million in cash as of Q1 2025[22] - $82 million was spent on share buybacks in Q1 2025[18] - $100 million was allocated to M&A in Q1 2025[17]

Core Insights - Perimeter Solutions reported a strong financial performance for the first quarter of 2025, with a net income of $56.7 million compared to a net loss of $82.6 million in the same quarter of the previous year [1][5][26] - The company achieved an adjusted EBITDA of $18.1 million, reflecting a 49% increase from $12.1 million in the prior year quarter, driven by strong execution and early season fire activity [1][5][21] - Net sales increased by 22% to $72.0 million, with the Fire Safety segment experiencing a significant 48% growth [5][11] Financial Performance - First quarter net income was $56.7 million, or $0.36 per diluted share, compared to a net loss of $82.6 million, or $0.57 loss per diluted share in the prior year [5][26] - Adjusted earnings per diluted share were $0.03, an improvement from an adjusted loss per share of $0.01 in the previous year [5][27] - The Fire Safety segment's net sales rose to $37.2 million, while Specialty Products net sales increased to $34.9 million [5][11] Capital Allocation - On March 28, 2025, Perimeter acquired certain product lines for $10.0 million, which will be integrated into its IMS business within the Specialty Products segment [3] - The company repurchased 0.9 million shares of common stock at an average price of $9.19 per share during the quarter [6] Segment Performance - Fire Safety adjusted EBITDA increased to $10.1 million, compared to a loss of $0.2 million in the prior year quarter [5][21] - Specialty Products adjusted EBITDA decreased by 35% to $8.0 million from $12.4 million in the previous year [5][21] Cash Flow and Balance Sheet - Cash and cash equivalents at the end of the quarter were $200.1 million, up from $198.5 million at the end of the previous quarter [19][18] - The total assets of the company were reported at $2.4 billion, with total liabilities at $1.2 billion [18][17]

Core Points - Perimeter Solutions will release its financial results for Q1 2025 on May 8, 2025, before market opens [1] - A conference call to discuss these results will be held on the same day at 8:30 AM ET, led by CEO Haitham Khouri, CFO Kyle Sable, and Head of Investor Relations Seth Barker [2] Company Overview - Perimeter Solutions is a leading global provider in the Fire Safety and Specialty Products industries, headquartered in St. Louis, Missouri [3] - The company operates in two segments: Fire Safety, which includes fire retardants and firefighting foams, and Specialty Products, which focuses on non-fire safety markets, including phosphorus pentasulfide-based lubricant additives [3] - The Specialty Products segment also encompasses IMS, a manufacturer of electronic components for various end markets, emphasizing aftermarket repair and replacement [3]